Retirement Health Care and Financial Planning

Retirement Health Care and Financial Planning

 

An overview of the key elements of retirement health care including Medicare, Health Savings Accounts, Costs, and Custodial Care. All areas are viewed with an eye toward central financial planning concepts:

 

  • 1-hour CFP® C/E credit (we will report for you)
  • 1 hour CIMA®, CPWA® (self reporting: ID 17BBR001)
  • 1 hour American College recertification C/E for CLU®, RICP®, WMCP® (self reporting)
  • Watch the video series and take a 10 question quiz